Charles Schwab’s ZoomInfo Technologies GTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.8M | Sell |
2,253,547
-45,934
| -2% | -$465K | ﹤0.01% | 1600 |
|
|
2025
Q1 | $23M | Buy |
2,299,481
+86,382
| +4% | +$864K | ﹤0.01% | 1565 |
|
|
2024
Q4 | $23.3M | Buy |
2,213,099
+19,083
| +0.9% | +$201K | ﹤0.01% | 1619 |
|
|
2024
Q3 | $22.6M | Buy |
2,194,016
+29,733
| +1% | +$307K | ﹤0.01% | 1631 |
|
|
2024
Q2 | $27.6M | Buy |
2,164,283
+19,601
| +0.9% | +$250K | 0.01% | 1470 |
|
|
2024
Q1 | $34.4M | Buy |
2,144,682
+82,541
| +4% | +$1.32M | 0.01% | 1263 |
|
|
2023
Q4 | $38.1M | Buy |
2,062,141
+72,701
| +4% | +$1.34M | 0.01% | 1181 |
|
|
2023
Q3 | $32.6M | Buy |
1,989,440
+990,077
| +99% | +$16.2M | 0.01% | 1172 |
|
|
2023
Q2 | $25.4M | Buy |
999,363
+51,920
| +5% | +$1.32M | 0.01% | 1321 |
|
|
2023
Q1 | $23.4M | Buy |
947,443
+53,534
| +6% | +$1.32M | 0.01% | 1337 |
|
|
2022
Q4 | $26.9M | Buy |
893,909
+19,973
| +2% | +$601K | 0.01% | 1213 |
|
|
2022
Q3 | $36.4M | Sell |
873,936
-1,504,988
| -63% | -$62.7M | 0.01% | 965 |
|
|
2022
Q2 | $79.1M | Buy |
2,378,924
+18,339
| +0.8% | +$610K | 0.03% | 544 |
|
|
2022
Q1 | $141M | Buy |
2,360,585
+58,243
| +3% | +$3.48M | 0.04% | 390 |
|
|
2021
Q4 | $148M | Buy |
2,302,342
+944,870
| +70% | +$60.7M | 0.04% | 390 |
|
|
2021
Q3 | $83.1M | Buy |
1,357,472
+863,259
| +175% | +$52.8M | 0.03% | 580 |
|
|
2021
Q2 | $25.8M | Buy |
494,213
+57,369
| +13% | +$2.99M | 0.01% | 1377 |
|
|
2021
Q1 | $21.4M | Sell |
436,844
-184,062
| -30% | -$9M | 0.01% | 1481 |
|
|
2020
Q4 | $29.9M | Buy |
620,906
+96,807
| +18% | +$4.67M | 0.01% | 1110 |
|
|
2020
Q3 | $22.5M | Buy |
524,099
+517,999
| +8,492% | +$22.3M | 0.01% | 1125 |
|
|
2020
Q2 | $312K | Buy |
+6,100
| New | +$312K | ﹤0.01% | 3027 |
|